Brady Bishop
Waits Investments · Carlsbad, California
Brady Bishop is a fee-only financial advisor at Waits Investments in Carlsbad, California. Waits Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Waits Investments |
|---|---|
| Based in | Carlsbad, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $78M across 170 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7852727 |
| Exams passed | Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.waitsinvestments.com |
How Brady's firm compares
- Waits Investments's average account is about $459,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Brady
Is Brady Bishop a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brady holds no broker registration, and Waits Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brady charge for financial advice?
Brady's firm, Waits Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brady Bishop based?
Brady Bishop is based in Carlsbad, California.
Is Brady Bishop registered with the SEC?
Yes. Brady Bishop is registered as an investment adviser representative in CA (CRD 7852727), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Waits Investments manage?
Waits Investments reports $78M across 170 accounts in assets under management.
How do I contact Brady Bishop?
Through Brady's website, www.waitsinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Carlsbad
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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